Cherry Tree Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Sell	13,096 -187	-1%	-$48.7K	0.7%	41
2025 Q4	$3.61M	Buy	13,283 +247	+2%	+$66.3K	0.76%	39
2025 Q3	$3.32M	Sell	13,036 -408	-3%	-$92.2K	0.73%	41
2025 Q2	$2.76M	Sell	13,444 -332	-2%	-$67K	0.64%	43
2025 Q1	$3.06M	Sell	13,776 -463	-3%	-$107K	0.74%	36
2024 Q4	$3.57M	Buy	14,239 +255	+2%	+$60.1K	0.88%	34
2024 Q3	$3.26M	Buy	13,984 +2	+0%	+$447	0.77%	38
2024 Q2	$2.94M	Sell	13,982 -693	-5%	-$129K	0.74%	37
2024 Q1	$2.52M	Sell	14,675 -279	-2%	-$50.7K	0.63%	40
2023 Q4	$2.88M	Sell	14,954 -74	-0.5%	-$13.7K	0.77%	33
2023 Q3	$2.57M	Sell	15,028 -318	-2%	-$58.3K	0.75%	31
2023 Q2	$2.98M	Buy	+15,346	New	+$2.67M	0.87%	27